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Baltimore-Washington Financial Advisors, Inc.

● SEC registered since 2012CRD 159388SEC# 801-76893Columbia, MD
Export (members)
Reg. AUM
$2.5B
Employees
32
Accounts
4,597
Location
Columbia, MD

Baltimore-Washington Financial Advisors, Inc. assets under management

Baltimore-Washington Financial Advisors, Inc. is an SEC-registered investment adviser based in Columbia, MD. The firm has been registered since 2012. It reports $2.5 billion in regulatory assets under management and employs 32 people.
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Baltimore-Washington Financial Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Joseph U Manfredi ControlChief Operating OfficerUnder 5%2013
Meghan Emery Manas ControlDirector, Client ServicesUnder 5%2013
Robert G Carpenter ControlPresident & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Baltimore-Washington Financial Advisors, Inc. manage?

Baltimore-Washington Financial Advisors, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Baltimore-Washington Financial Advisors, Inc. have?

Baltimore-Washington Financial Advisors, Inc. reports 32 employees.

Where is Baltimore-Washington Financial Advisors, Inc. located?

Baltimore-Washington Financial Advisors, Inc. is based in Columbia, MD and has been SEC-registered since 2012.

Does Baltimore-Washington Financial Advisors, Inc. disclose fund performance?

Baltimore-Washington Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
Phone410-461-3900
Fax443-539-0330
Office hours8:30 a.m. To 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1555486
Discloses disciplinary historyNo

Assets under management

Discretionary$2.37B
Non-discretionary$124M
Total (RAUM)$2.5B